Position in MRK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,765,333
+$94,024 QoQ
Shares Held
13,738
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,678
of 3,769 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Derivatives in MRK
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$358,427
PutShares
4,528
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Cypress Wealth Services, LLC holds $11,046,783 across 9 Drug Manufacturers - General names. MRK ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,396 | $2,873,834 | |
| 2 | JNJ |
Johnson & Johnson
|
10,579 | $2,686,748 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
13,738 | $1,765,333 | |
| 4 | ABBV |
AbbVie Inc.
|
4,720 | $1,187,740 | |
| 5 | AMGN |
Amgen Inc
|
2,114 | $765,521 | |
| 6 | GSK |
GSK plc
|
11,650 | $610,693 | |
| 7 | PFE |
Pfizer Inc
|
19,074 | $459,301 | |
| 8 | AZN |
Astrazeneca PLC
|
2,069 | $392,323 |
All Filings in MRK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,765,333 | 13,738 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,671,309 | 13,894 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,440,904 | 13,689 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $321,871 | 3,835 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $310,544 | 3,923 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $301,503 | 3,359 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $362,007 | 3,639 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $400,639 | 3,528 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $440,604 | 3,559 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $448,366 | 3,398 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $233,629 | 2,143 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $243,785 | 2,368 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $273,243 | 2,368 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $251,931 | 2,368 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $262,729 | 2,368 | Shares | Sole | 2023-01-19 | |
| 2021-03-31 | $283,460 | 3,677 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $331,617 | 4,054 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $358,427 | 4,321 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $1,772,095 | 22,916 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,808,935 | 23,511 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||